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April 17, 2019
Question

Self employed, cannot enter a business expense transaction on mobile device

  • April 17, 2019
  • 1 reply
  • 0 views

After I tap on on add expense it allows me to enter the vendor and the dollar amount, but after that it does not allow me to change the category or add a province for taxation. When I tap on either of those, it just goes gray over the button and nothing happens. Please help.

1 reply

April 17, 2019

Hello Ryan,

 

Thank you for choosing QuickBooks Self-Employed as your partner in success. The mobile app lets you record your transactions and manage your business on the go. I'll be happy to help you with this.

 

To start, set up Sales Tax by following the steps in this community article: https://quickbooks.intuit.com/community/Sales-tax/Sales-Tax-overview/m-p/261525. Once done, you'll be able to include sales tax on transactions by doing so:

  1.     Tap Transactions at the bottom of the app
  2.     Tap the transaction you want to apply sales tax to
  3.     Toggle Include sales tax to on

Once you toggle to include sales tax, the sales tax will default to the province rate you selected in Your work info.

 

To select a different province for a specific transaction:

  1.     Tap the provincial sales tax section just below Include sales tax after you've toggled it on
  2.     Tap the provincial sales tax rate you want to apply to this particular transaction (this also includes PST)

If you require further assistance with your QuickBooks Self-Employed, you can contact the dedicated support team through this link: https://help.quickbooks.intuit.com/en_CA/contact. Make sure you select the QuickBooks Self-Employed tab.

 

Let me know if you have any other questions.